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Southwest Airlines
LUV

Overview Fund Activity

848 hedge funds and large institutions have $16.9B invested in Southwest Airlines in 2023 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 233 increasing their positions, 348 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
848
Holders Change
+4
Holders Change %
+0.47%
% of All Funds
13.37%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.21%
New
90
Increased
233
Reduced
348
Closed
83
Calls
$387M
Puts
$497M
Net Calls
-$109M
Net Calls Change
+$6.67M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$549M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$409M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$930M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$85.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$346M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
2
BlackRock
BlackRock
New York
$1.2B
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$970K
4
CVA
Ceredex Value Advisors
Florida
$43.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
751
Core Alternative Capital
Georgia
$9.06K +$1.31K +36 +17%
PP
752
PFS Partners
New Jersey
$9.05K – – –
PPWM
753
PFG Private Wealth Management
Florida
$9.05K – – –
VF
754
VitalStone Financial
Texas
$9K -$1.22K -34 -12%
DI
755
Disciplined Investments
Oklahoma
$8.8K -$398 -11 -4%
AWM
756
Avondale Wealth Management
Texas
$8.69K – – –
CWP
757
Concord Wealth Partners
Virginia
$8.33K – – –
RA
758
Rise Advisors
New York
$8.29K – – –
MRCM
759
M&R Capital Management
New Jersey
$8K – – –
Optiver Holding
760
Optiver Holding
Netherlands
$7.97K +$7.97K +220 New
KFI
761
Key Financial Inc
Pennsylvania
$7.64K – – –
TCOV
762
Trust Company of Vermont
Vermont
$7.24K – – –
SWA
763
SOA Wealth Advisors
New York
$7.24K – – –
CT
764
Cambridge Trust
Massachusetts
$7.24K – – –
VAG
765
VisionPoint Advisory Group
Texas
$7.24K +$7.24K +200 New
NL
766
NVWM LLC
Pennsylvania
$7.24K +$7.24K +200 New
KC
767
Kenfarb & Co
Kentucky
$7.24K – – –
MCM
768
MV Capital Management
Maryland
$7.03K -$9.23K -255 -57%
FCG
769
Financial Connections Group
California
$7K – – –
BWP
770
Baldwin Wealth Partners
Massachusetts
$6.88K – – –
HCP
771
Hexagon Capital Partners
Arkansas
$6.85K +$688 +19 +11%
JMF
772
Johnson Midwest Financial
Iowa
$6.7K – – –
SC
773
Stephens Consulting
Michigan
$6.56K – – –
BWM
774
BerganKDV Wealth Management
Minnesota
$6.42K -$327 -9 -5%
LWA
775
Lowe Wealth Advisors
Maryland
$6.34K – – –
29 30
31
32 33